Navision Axapta Business
Overview:
Business Process Management in Navision
Axapta enables companies to develop and
manage business processes by identifying and
monitoring actions, which best support their
business strategy.
Key Benefits:
• Implement effective action planning
which supports your company’s focus
on goal achievement
• Execute your company’s strategy
effectively
• Help strategic processes become a
natural part of every employee’s daily
work
Fact sheet, 06.07.2001, v 2,5
Process Management
Setting goals is only one step in implementing your
business plan. Following through with a plan of action
comes next. But how do you know if your company is
on the right track to achieving its goals?
Business Process Management helps companies
monitor the progress they are making in achieving the
goals they’ve set. The functionality in Business
Process Management helps companies leverage
experience and human resources so it’s easier to stay
on track and achieve the company’s goals. With
Navision Axapta Business Process Management, you
can:
• Implement effective action planning which
supports your company’s focus on goal
achievement
• Execute your company’s strategy effectively
• Help strategic processes become a natural
part of every employee’s daily work
Effective Planning and Action-Oriented
Information
Making a decision and taking the appropriate action is
easier when employees have a goal or strategy in
mind. Goals and strategies are often summarized by
action-oriented information. Action-oriented
information makes individual and or company goals
clear. It also describes the best method of achieving
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the goals. Action Template
Process design can be implemented by using action
In addition to supporting action management,
templates. This way a process can be supported
Business Process Management provides an excellent
optimally as best practice. An action template gives
tool that can be used by management to communicate
you an unlimited choice in the number of actions that
key strategies and progress to employees. In this
can be created simultaneously with distribution to the
respect, the solution provides both high-level and
responsible people. The selection is based on the
detailed views of progress in easy to understand
definition defined by you.
terms.

For example, process design can be used to create a

Furthermore, the response to planned actions is an
checklist in connection with a recruitment process or
important contribution to management information.
an instruction procedure for preparing new

employees.
Flexible Action Management
The Business Process Management solution enables
Response and Tracking
any Navision Axapta user to establish and manage
It is easy with Navision Axapta Business Process
tasks. Tasks ensure employees are following a
Management to respond to actions, create diverted
standard structure, which includes follow-up as a
actions, and require actions between employees. You
natural part of planning.
can set up the system so that a given response

automatically suggests a new action. This ensures

Actions
consistency and gives you the ability to control
Using Business Process Management’s structured
procedures.
and intuitive tools, any employee can define
personalized actions. An employee can set his / her
Every action and response has an identification that
own priorities and select and sort various types of
ensures a structured and measurable follow-up, along
information, such as project status, responsible
with tracking of dependencies.
persons, date intervals and so on.

Effective Action Planning

It is easy for the manager or person responsible to
Action planning helps your company stay focused on
connect with information in an employee’s
set goals. You decide which data in Navision Axapta
personalized system that is needed for analysis and
is used to create the foundation for an action-oriented
job management.

Fact sheet, 06.07.2001, v 2,5

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effort such as campaigns, customer satisfaction,
employee performance reviews, recruitment tasks and
administration of other resources, for example,
machinery.
Easy and flexible planning allows you to control which
tasks are delegated to which employees. You can
define characteristics, such as qualifications and
organizational or physical location, and use the criteria
to filter choices for various responsibilities.
Effective Management of Your
Company’s Strategy and Vision
Strategic Planning
You can use a strategic plan to identify, control and
monitor the progress of your company’s overall
strategy or an employee’s development plan. A plan is
set up as a main plan or a sub-plan with
accompanying references. It is updated with start and
end dates, responsible employees, organizational
units and a classification of which type of plan it is.
From the initiation of a plan until the end result is
achieved, responsibilities must be delegated and
tasks fulfilled - all of which can be controlled and
monitored by the action management module.
With the strategic planning module you can ensure
that the strategic processes become a natural part of
every employee’s daily work. This ensures you get the
most value from resources. It also creates a shared
understanding of the organization’s focus and goals.
Fact sheet, 06.07.2001, v 2,5
Contact Your Partner
To learn more about Navision Axapta, contact your
local Navision Solution Center. They have the
expertise necessary to meet your specific business
needs.
About Navision
Navision a/s is a leading global provider of cost-
effective and adaptable integrated business solutions
that help companies in their quest to grow. The
company has more than 127,000 customers
worldwide, a global network of more than 2,200
partners, and 1,065 employees in 26 countries. The
Navision product line consists of Navision Axapta,
Navision Attain/ Navision Financials, and Navision
XAL. Navision a/s was created through the merger of
Navision Software a/s and Damgaard A/S in
December 2000. Its shares are listed on the
Copenhagen Stock Exchange (CSE: NAVI). The
company is headquartered in Vedbaek, Denmark. You
can learn more about Navision a/s on the Internet at
www.navision.com
Copyright © 2001 Navision a/s (NavisionDamgaard a/s), CBR No. 76 24 72 18. The trademarks referenced
TM
herein and marked with either or ® belong to Navision a/s (NavisionDamgaard a/s) or Navision
Development a/s. The names of actual companies and products mentioned herein may be the trademarks of
their respective owners. No part of this document may be reproduced or transmitted in any form or by any
means, whole or in part, without the prior written permission of Navision a/s. Information in this document is
based on Navision Axapta version 2.5 and subject to change without notice. All rights reserved.
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Fact sheet, 10.07.2001, V.2.5

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 Data Summary Sheet
Key Features Description

Action Management • Easy administration

• Effective follow-up on initiatives and results
• User-friendly action and response functions
• Traditional information on responsibilities, time, priorities and status, as well as other relevant detailed
information
• Structures response with notes for feedback
• Tracking and dependencies
• Effective generation of diverted actions
• Generic auto-action system for structuring user-friendly operations
• Process integration
• Actions can be sent as email or created as tasks in Microsoft Outlook
• Emails can be sent to those responsible for actions, contact persons regarding actions, or both
• The field content in Navision Axapta that is used as email or tasks is indicated in the set up for individual
action types
• Process design can be implemented by using action templates. This way, a simple process can be
supported optimally as best practice.
• An action template includes an unlimited choice in the number of actions that can be created
simultaneously with distribution to the responsible people from within the definition

Action Planning • Action planning with advanced employee assignments.

• Able to use for marketing campaigns, customer satisfaction surveys, employee discussion, recruitment
task

Strategic Planning • Support for principles behind “The Learning Organization”

• Identification of current reality and end results
• Ongoing documentation of conditions with the most recent news
• SWOT (Strength, Weaknesses, Opportunities, Threats) analysis to support the current reality
• Breakdown of visions with intermediate goals and milestones
• Planning and follow-up with actions on initiatives
• Risk analysis
• Best practice for advice on building upon strategic plans
• Templates as models, for example: project or quality control, production flow and other process
implementation or as a tool for employee discussions on personal goal setting
• For instructions in “best practices”, the user is helped step-by-step through the creation of a strategic
plan with all the features that normally make up such a plan
• Strategic planning is integrated with the organization module in Human Resource Management and
Balanced Scorecard

Reports and • Strategic plan and status reports

Statistics • Action statistics

Fact sheet, 10.07.2001, V.2.5